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Portfolio

This is an Ember.js application that I'm building to help manage financial portfolios. I intend for it to:

  • track multiple portfolio allocations
  • track current holdings in each portfolio, including cost basis info
  • make recommendations for periodic rebalancing
  • make recommendations for tax loss harvesting opportunities

A lot of this will be modeled after Betterment. I like their service, but can't take advantage of their tax loss harvesting without transferring all assets into their system.

This is my first real Ember.js project. I've opted for ember-cli and ember-data as well. There's a real shortage of material describing best practices for simple CRUD apps with ember-data, but I've done my best to synthesize what I could find. Feedback welcome :)

As of now, the app's backend is just a mock server. At some point, I'll switch that out for an actual API server in Rails, Go, or Node.

Installation

  • git clone <repository-url> this repository
  • change into the new directory
  • npm install
  • bower install

Running / Development

Running Tests

  • ember test
  • ember test --server

Building

  • ember build (development)
  • ember build --environment production (production)

Deploying

TODO

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An Ember.js financial portfolio manager

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